Hi,
I am looking to generate PDFs automatically when a record is created in Salesforce. Is this possible via Nintex? If yes, can you please point me to correct documentation.
Thanks
Priyanka
Solved
DocGen automation using Apex
Best answer by Ray_Cabral
Hi
Yes - this is possible using a couple of methods.
1 - Using our loopmessage class in Apex code
https://help.nintex.com/en-US/docgensf/Apex/loopMessage.htm#loopMess2
2 - Use the RunDocGen class in Salesforce process builder or flow
https://help.nintex.com/en-US/docgensf/DocGenPackage/SalesforceFlowProcessBuilder.htm
Using the Apex class in process builder or flow is declarative and relatively simple to setup. It would be the recommended approach unless you would rather build the request into code.
You do need to have automated requests as part of your Drawloop licensing, so you will need to get into touch with your Nintex representative to ensure you have the feature available to use the options above.
Best,
Ray C
+1Hi
Yes - this is possible using a couple of methods.
1 - Using our loopmessage class in Apex code
https://help.nintex.com/en-US/docgensf/Apex/loopMessage.htm#loopMess2
2 - Use the RunDocGen class in Salesforce process builder or flow
https://help.nintex.com/en-US/docgensf/DocGenPackage/SalesforceFlowProcessBuilder.htm
Using the Apex class in process builder or flow is declarative and relatively simple to setup. It would be the recommended approach unless you would rather build the request into code.
You do need to have automated requests as part of your Drawloop licensing, so you will need to get into touch with your Nintex representative to ensure you have the feature available to use the options above.
Best,
Ray C
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